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CRM Lifecycle Executive
About Moneybox
At Moneybox, our mission is to give everyone the means to get more out of life. We're guided by our belief that wealth isn't about the money, it's about the means to more—more freedom, opportunities, possibilities, and peace of mind.
Moneybox is an award-winning wealth management platform, helping over one and a half million people build wealth throughout their lives, whether they’re saving and investing, buying their first home, or planning for retirement.
Job Brief
Moneybox is growing rapidly, and our CRM team is no exception. We have more customers, more accounts, more content, and more features than ever before. A key driver of that growth has been our ongoing communication and engagement with existing customers. The management of these communications (both automated and manual) is getting understandably more complex in line with the increasing number of products and features we offer.
We’re looking for an experienced CRM Lifecycle Executive to coordinate our ever-growing customer marketing campaigns. This role will play a key role in building a more engaging and personalised experience for our community and driving commercial value for the business.
The CRM Lifecycle Executive will have a strong focus on the end-to-end management of a customer’s journey using owned touchpoints—delivering the best possible experience for both our customers and the business. They will oversee the use of owned channels to drive engagement, improve retention, and maximise cross-selling.
This role will work closely with our mission-based teams (Wealth, Savings & Homebuying) to help manage, optimise and personalise the user journey across our app and our communications.
What You’ll Do
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Assist in executing and iterating end-to-end CRM lifecycle programs, including:
- Email campaigns
- In-app messages
- Push notifications
- On-platform messaging
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Collaborate with the CRM Lifecycle Manager to execute the lifecycle roadmap across Wealth, Savings, and Homebuying, ensuring ongoing monitoring, evaluation, and optimisation of all activities.
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Utilise data and segmentation models to deliver targeted messages to the right users, at the right time, through the most effective channels.
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Assist in preparing and distributing post-campaign performance reports, with recommendations for actionable insights and continuous improvement.
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Contribute to and implement A/B testing to continually improve campaign effectiveness through structured testing plans.
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Collaborate closely with Marketing, Product, and Insights teams to ensure alignment and effective execution of automation communications.
Who You Are
- Have a genuine interest in Moneybox and the services we offer, excited about being part of a fast-growing company making a positive impact.
- A driven and ambitious individual seeking to build their career at a high-growth organisation.
- A proactive self-starter, combining a bias for action with strong organisational skills, attention to detail, and a willingness to learn and solve problems independently.
- Outgoing, confident, and collaborative, eager to initiate conversations and work effectively in a team.
- An innovative team player with feedback hungry, personable nature, a passion for their work, and an ability to maintain a professional yet fun outlook.
- Someone who knows how to have fun while staying professional.
Experience & Skills
- At least 3 years of relevant CRM experience in a consumer-focused environment.
- Essential:
- Knowledge of HTML and CMS systems.
- Hands-on experience using CRM platforms (e.g., Braze) for building and executing campaigns.
- Ability to translate customer needs and insights into a meaningful, actionable strategy.
- Experience in building data infrastructure and designing experiments with key stakeholders to generate actionable insights.
- Project management experience across multiple workstreams with strong prioritisation skills.
- Highly detail-oriented, diligent, and methodical in approach.
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Our Commitment to DE&I
At Moneybox, we promote, support, and celebrate inclusion, diversity, and equity so everyone can bring their full selves to work. We believe that diversity fuels innovation, and a team that reflects our customer base enables us to better support their needs.
To ensure our recruitment process is inclusive, we encourage you to notify us of any adjustments you may require. We are committed to going the extra mile to create an equal opportunity for all applicants.
Working Policy
We operate a hybrid policy allowing 2 days in-office at our London office and 3 days working remotely.
Applicants must be based within the UK.
Visa Sponsorship
At this time, we cannot offer visa sponsorship and therefore cannot consider overseas applications.
Pre-Employment & Privacy Notice
Please read this carefully before applying!
The offer of employment is conditional and subject to satisfactory completion of pre-employment checks, including:
- Criminal record checks
- Adverse credit history checks
As a regulated financial business, adverse financial history may affect suitability for the role. If you have any concerns, please disclose them upfront.
By applying to this role, you acknowledge and agree to our use of your personal data for general recruitment-related purposes, including:
- Application evaluation
- Shortlisting
- Conducting interviews
- Data may be shared with trusted third parties (who may include service providers outside the EEA)
In case of unsuccessful applications, your details may be retained to inform you of future relevant opportunities.
For inquiries or data privacy communication, contact: [email protected]
Application Contact
- General inquiries: [email protected]
- Do not retain details: [email protected]
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